Filed February 5, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,453 | $167,484-54.9% | $151,611-50.2% | $134,475-43.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.86% | 7.80%-23.7pp | 3.33%-19.2pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,854 | $6,829-58.2% | $6,166-53.7% | $4,740-39.8% |
| Participant deferral / active EE | $5,125 | $8,986-43.0% | $8,363-38.7% | $6,400-19.9% |
| Admin fee / account holder | $1 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |